New England Investment & Retirement Group’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | – | Sell |
-30,557
| Closed | -$2.09M | – | 62 |
|
2015
Q2 | $2.09M | Sell |
30,557
-44,469
| -59% | -$3.04M | 1% | 30 |
|
2015
Q1 | $4.95M | Buy |
75,026
+2,648
| +4% | +$175K | 2.19% | 14 |
|
2014
Q4 | $4.8M | Buy |
72,378
+1,441
| +2% | +$95.5K | 1.88% | 15 |
|
2014
Q3 | $4.43M | Buy |
70,937
+13,184
| +23% | +$822K | 1.99% | 15 |
|
2014
Q2 | $3.72M | Buy |
+57,753
| New | +$3.72M | 2.02% | 13 |
|